See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,273 | $85,766-88.0% | $136,294-92.5% | $70,131-85.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,055 | $2,966-30.7% | $4,695-56.2% | $2,342-12.3% |
| Participant deferral / active EE | $6,752 | $5,051+33.7% | $6,247+8.1% | $3,332+102.6% |
| Admin fee / account holder | $14 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |